Creekside Partners

CIK 0002035951 • 6 13F filings • May 7, 2025 – Jul 31, 2026

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Filer information

Filed by: Creekside Partners, Principal
Address: 775 BAYWOOD DRIVE SUITE 306, PETALUMA, CA, 94954
Phone: 7077697820
AUM: $236.6M

AUM over time

$276.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $191.0M164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$304K	0.2%	2,294 SH
ABBVIE INC	COM	$410K	0.2%	1,957 SH
ALPHABET INC	CAP STK CL A	$863K	0.5%	5,583 SH
ALPHABET INC	CAP STK CL C	$454K	0.2%	2,903 SH
AMAZON COM INC	COM	$1.8M	1.0%	9,593 SH
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$349K	0.2%	6,342 SH
AON PLC	SHS CL A	$392K	0.2%	982 SH
APPLE INC	COM	$8.5M	4.4%	38,170 SH
BECTON DICKINSON & CO	COM	$229K	0.1%	1,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$651K	0.3%	1,222 SH
BLACKROCK CORPOR HI YLD FD I	COM	$668K	0.3%	69,696 SH
BLACKROCK CR ALLOCATION INCO	COM	$232K	0.1%	21,653 SH
BLACKROCK RES & COMMODITIES	SHS	$128K	0.1%	13,738 SH
BROADCOM INC	COM	$424K	0.2%	2,532 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$2.5M	1.3%	265,612 SH
CALIFORNIA BANCORP	COM	$184K	0.1%	12,839 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$223K	0.1%	6,257 SH
CATERPILLAR INC	COM	$916K	0.5%	2,778 SH
CHEVRON CORP NEW	COM	$1.5M	0.8%	8,813 SH
CISCO SYS INC	COM	$703K	0.4%	11,389 SH
DEERE & CO	COM	$530K	0.3%	1,129 SH
DOUBLELINE INCOME SOLUTIONS	COM	$256K	0.1%	20,303 SH
DOUBLELINE YIELD OPPORTUNITI	COM	$1.9M	1.0%	115,358 SH
ENTERPRISE PRODS PARTNERS L	COM	$546K	0.3%	15,980 SH
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$366K	0.2%	7,110 SH
EXXON MOBIL CORP	COM	$204K	0.1%	1,713 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$472K	0.2%	26,823 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$2.8M	1.4%	113,648 SH
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.1M	0.6%	16,696 SH
FS KKR CAP CORP	COM	$219K	0.1%	10,442 SH
HOME DEPOT INC	COM	$522K	0.3%	1,425 SH
INTERNATIONAL BUSINESS MACHS	COM	$844K	0.4%	3,393 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$385K	0.2%	34,303 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$511K	0.3%	6,842 SH
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$211K	0.1%	4,000 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$322K	0.2%	14,998 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.8M	0.9%	10,360 SH
INVESCO MUNI INCOME OPP TRST	COM	$90K	0.0%	14,892 SH
INVESCO QQQ TR	UNIT SER 1	$519K	0.3%	1,108 SH
ISHARES INC	GLB ENR PROD ETF	$622K	0.3%	25,000 SH
ISHARES INC	MSCI CDA ETF	$271K	0.1%	6,641 SH
ISHARES INC	MSCI GBL MIN VOL	$3.7M	2.0%	32,038 SH
ISHARES INC	MSCI MEXICO ETF	$325K	0.2%	6,381 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.6%	20,474 SH
ISHARES TR	CORE S&P SCP ETF	$639K	0.3%	6,107 SH
ISHARES TR	EAFE SML CP ETF	$2.7M	1.4%	42,477 SH
ISHARES TR	ESG MSCI KLD 400	$2.6M	1.4%	25,622 SH
ISHARES TR	GLOBAL 100 ETF	$1.3M	0.7%	13,441 SH
ISHARES TR	INTL SEL DIV ETF	$689K	0.4%	22,222 SH
ISHARES TR	ISHARES BIOTECH	$492K	0.3%	3,845 SH
ISHARES TR	JPMORGAN USD EMG	$297K	0.2%	3,274 SH
ISHARES TR	MRGSTR SM CP GR	$910K	0.5%	20,205 SH
ISHARES TR	MSCI EAFE ETF	$456K	0.2%	5,579 SH
ISHARES TR	MSCI EAFE MIN VL	$477K	0.2%	6,126 SH
ISHARES TR	MSCI UK ETF NEW	$894K	0.5%	23,868 SH
ISHARES TR	MSCI USA ESG SLC	$288K	0.2%	2,507 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.8%	16,621 SH
ISHARES TR	MSCI USA QLT FCT	$244K	0.1%	1,426 SH
ISHARES TR	RUS 2000 VAL ETF	$412K	0.2%	2,726 SH
ISHARES TR	S&P MC 400GR ETF	$241K	0.1%	2,892 SH
ISHARES TR	TIPS BD ETF	$311K	0.2%	2,797 SH
ISHARES TR	U.S. MED DVC ETF	$383K	0.2%	6,360 SH
ISHARES TR	U.S. REAL ES ETF	$778K	0.4%	8,129 SH
ISHARES TR	US INFRASTRUC	$784K	0.4%	17,396 SH
JEFFERIES FINL GROUP INC	COM	$209K	0.1%	3,910 SH
JOHNSON & JOHNSON	COM	$1.4M	0.7%	8,144 SH
JPMORGAN CHASE & CO.	COM	$800K	0.4%	3,263 SH
LEGG MASON ETF INVT	FRANKLIN INTL LW	$296K	0.2%	9,143 SH
LINDE PLC	SHS	$392K	0.2%	841 SH
MCDONALDS CORP	COM	$807K	0.4%	2,582 SH
MEDTRONIC PLC	SHS	$354K	0.2%	3,941 SH
META PLATFORMS INC	CL A	$387K	0.2%	672 SH
MICROSOFT CORP	COM	$2.4M	1.3%	6,383 SH
NEXTERA ENERGY INC	COM	$489K	0.3%	6,904 SH
NORFOLK SOUTHN CORP	COM	$233K	0.1%	983 SH
NUVEEN AMT-FREE MUN VALUE FD	COM	$275K	0.1%	20,000 SH
NVIDIA CORPORATION	COM	$1.7M	0.9%	15,337 SH
OKTA INC	CL A	$281K	0.1%	2,666 SH
ORACLE CORP	COM	$421K	0.2%	3,009 SH
OSISKO GOLD ROYALTIES LTD	COM	$310K	0.2%	14,700 SH
PARK NATL CORP	COM	$609K	0.3%	4,020 SH
PARKER-HANNIFIN CORP	COM	$275K	0.1%	452 SH
PEPSICO INC	COM	$482K	0.3%	3,216 SH
PIMCO HIGH INCOME FD	COM SHS	$245K	0.1%	50,028 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$350K	0.2%	17,500 SH
PROCTER AND GAMBLE CO	COM	$654K	0.3%	3,837 SH
PROSHARES TR	RUSS 2000 DIVD	$366K	0.2%	5,587 SH
PUBLIC STORAGE OPER CO	COM	$377K	0.2%	1,260 SH
QUALCOMM INC	COM	$250K	0.1%	1,627 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.8M	1.5%	102,719 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$656K	0.3%	21,298 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.6M	0.8%	44,400 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$264K	0.1%	11,202 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$377K	0.2%	13,780 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$10.4M	5.4%	524,478 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$787K	0.4%	21,946 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.8M	3.0%	267,133 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$328K	0.2%	11,720 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.3M	0.7%	47,402 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.1M	2.1%	185,082 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.3M	1.7%	126,197 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.1M	3.7%	303,055 SH
SELECT SECTOR SPDR TR	ENERGY	$479K	0.3%	5,131 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$676K	0.4%	16,147 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.0M	0.5%	13,202 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$384K	0.2%	1,861 SH
SPDR GOLD TR	GOLD SHS	$2.4M	1.2%	8,175 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$519K	0.3%	9,536 SH
SPDR INDEX SHS FDS	S&P INTL ETF	$254K	0.1%	6,619 SH
SPDR S&P 500 ETF TR	TR UNIT	$528K	0.3%	944 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$476K	0.2%	892 SH
SPDR SER TR	GLB DOW ETF	$246K	0.1%	1,762 SH
SPDR SER TR	RUSSELL YIELD	$613K	0.3%	5,613 SH
SPDR SER TR	S&P 400 MDCP GRW	$384K	0.2%	4,838 SH
SPDR SER TR	S&P 600 SMCP VAL	$321K	0.2%	4,092 SH
SPDR SER TR	S&P DIVID ETF	$419K	0.2%	3,085 SH
STARBUCKS CORP	COM	$472K	0.2%	4,811 SH
TARGET CORP	COM	$239K	0.1%	2,290 SH
TESLA INC	COM	$698K	0.4%	2,692 SH
TEXAS INSTRS INC	COM	$362K	0.2%	2,014 SH
THREDUP INC	CL A	$72K	0.0%	30,005 SH
US BANCORP DEL	COM NEW	$325K	0.2%	7,702 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$930K	0.5%	32,232 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$2.1M	1.1%	65,018 SH
VANECK ETF TRUST	MRNGSTR INT MOAT	$398K	0.2%	11,967 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.6M	1.4%	29,576 SH
VANECK ETF TRUST	PREFERRED SECURT	$225K	0.1%	13,429 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$665K	0.3%	3,612 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.7%	18,862 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	0.7%	28,396 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$582K	0.3%	3,377 SH
VANGUARD INDEX FDS	GROWTH ETF	$331K	0.2%	892 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$307K	0.2%	1,194 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$368K	0.2%	1,505 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$643K	0.3%	4,008 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.0M	3.7%	27,159 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.6%	32,966 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$953K	0.5%	1,854 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.3M	2.8%	28,365 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.0M	3.1%	27,063 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.9M	1.0%	7,598 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.0M	1.6%	10,841 SH
VANGUARD INDEX FDS	VALUE ETF	$967K	0.5%	5,597 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	1.2%	38,369 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	1.4%	60,394 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.6M	0.9%	14,153 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$405K	0.2%	8,111 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$238K	0.1%	2,912 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.1M	0.6%	13,949 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	3.4%	33,174 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	0.7%	22,642 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.8M	3.0%	113,980 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$603K	0.3%	9,399 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.9%	13,454 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$887K	0.5%	12,035 SH
VANGUARD WORLD FD	FINANCIALS ETF	$375K	0.2%	3,138 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$522K	0.3%	1,973 SH
VANGUARD WORLD FD	INF TECH ETF	$280K	0.1%	516 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$714K	0.4%	5,544 SH
VANGUARD WORLD FD	UTILITIES ETF	$644K	0.3%	3,769 SH
VISA INC	COM CL A	$240K	0.1%	684 SH
WELLS FARGO CO NEW	COM	$685K	0.4%	9,537 SH
WILLIAMS SONOMA INC	COM	$452K	0.2%	2,860 SH
WISDOMTREE TR	ENHNCD CMMDTY ST	$302K	0.2%	15,421 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002035951-26-000001	$236.6M	View
Oct 27, 2025	Q3 2025	13F-HR	0002035951-25-000006	$227.0M	View
Jul 31, 2026	Q2 2026